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Schechter Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Schechter Investment Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1.04M Buy
4,699
+1,363
+41% +$326K 0.09% 225
2024
Q4 		$802K Buy
3,336
+831
+33% +$204K 0.06% 282
2024
Q3 		$594K Buy
2,505
+394
+19% +$89.5K 0.04% 363
2024
Q2 		$460K Sell
2,111
-227
-10% -$49.8K 0.03% 393
2024
Q1 		$534K Sell
2,338
-196
-8% -$42.2K 0.04% 360
2023
Q4 		$541K Sell
2,534
-17
-0.7% -$3.27K 0.05% 339
2023
Q3 		$482K Buy
2,551
+50
+2% +$9.96K 0.05% 350
2023
Q2 		$497K Sell
2,501
-34
-1% -$6.42K 0.04% 389
2023
Q1 		$480K Sell
2,535
-524
-17% -$102K 0.04% 414
2022
Q4 		$561K Buy
3,059
+102
+3% +$18.9K 0.05% 472
2022
Q3 		$505K Buy
2,957
+1
+0% +$189 0.05% 507
2022
Q2 		$521K Buy
2,956
+84
+3% +$16.2K 0.05% 512
2022
Q1 		$610K Buy
2,872
+498
+21% +$105K 0.06% 472
2021
Q4 		$536K Buy
+2,374
New +$539K 0.05% 483

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Schechter Investment Advisors's VB Position: Q1 2025 in Review

Schechter Investment Advisors increased its Vanguard Small-Cap ETF (VB) stake by 41% in Q1 2025, buying an estimated $326K and bringing the position to 4,699 shares worth $1.04M. The position accounts for 0.09% of the portfolio, ranked #225.

Schechter Investment Advisors first reported a position in VB in Q4 2021 and has held it in 14 quarters since. 2,157 funds tracked by Wall St. Rank hold VB as of Q1 2025.

  • Schechter Investment Advisors held 4,699 shares of Vanguard Small-Cap ETF worth $1.04M as of Q1 2025.
  • Schechter Investment Advisors bought 1,363 Vanguard Small-Cap ETF shares in Q1 2025, an estimated $326K.
  • Vanguard Small-Cap ETF made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #225 holding.
  • Schechter Investment Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 2,157 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.